I’m new to Quickfile and I’m unsure whether Quickfile sends out client statements automatically. I set Quickfile up in August and it sent a statement to at least 1 customer at the end of August, but does it send a month end statement out to all customers with a balance by default, or do I have to go through all my customers and set up recurring statements for them all individually?
Thanks.
Hello @bagman
This may help with your query
Hello @bagman
I did post your query to the development team for review.
Thanks Steve
I was just looking to see if there was a way NOT to trawl through all the customer accounts setting up individual statement preferences, but we’ve done it now. Really like the details for each invoice on the client statements (order no. etc).
Hello @bagman
Really like the details for each invoice on the client statements (order no. etc).
How is order number saved? It is in a field on the invoice, for example Purchase Ref
The Purchase ref value will show under the invoice if there has been one entered, as in the example below
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